Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.
Frequently Asked Questions About Fidelity Investments
What financial services does Fidelity Investments in Beaverton offer?
Fidelity Investments provides financial planning, wealth management, retirement, investment, and brokerage services including annuities, college planning, estate planning, life insurance, retirement planning, and wealth planning.
Where is the Fidelity Investments Investor Center located in Beaverton?
It is located at 2785 SW Cedar Hills Boulevard, Beaverton, OR 97005, United States.
What are the opening hours of Fidelity Investments in Beaverton?
The Investor Center is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on weekends and major holidays like November 27, 2025, and December 25, 2025.
How can I schedule a complimentary planning appointment at the Beaverton Fidelity Investor Center?
You can schedule your complimentary planning appointment online via their reservation URL or by calling the local Investor Center phone number.
Is there a mobile app available to access Fidelity's services digitally?
Yes, Fidelity encourages using their website or Fidelity Mobile app for service transactions to access financial services digitally.
What is the phone number to contact Fidelity Investments in Beaverton?
The contact phone number is +1 888-745-1531.
Are there any convenient places to eat near Fidelity Investments in Beaverton?
Yes, nearby you can find several dining options including Firehouse Subs, Arby's, La Provence Boulangerie & Patisserie, MOD Pizza, and Salt & Straw ice cream shop.
What financial institutions are near the Fidelity Investments Investor Center?
Nearby financial institutions include Navy Federal Credit Union and OnPoint Community Credit Union, which may provide additional banking services for customers.
Are there any service providers near Fidelity Investments that might help with mortgage or professional services?
Yes, Kim Savery, a mortgage broker providing professional services, is located nearby and could assist clients with mortgage needs.
What should visitors know about holidays when planning a visit to Fidelity Investments in Beaverton?
Fidelity Investments is closed on holidays such as November 27, 2025, and December 25, 2025, so plan your visit accordingly.